Asset Planning Services (Pennsylvania)’s Truist Financial TFC Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio TFC Stock Details TFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-784	Closed	-$39K	–	281
2018 Q3	$39K	Hold	784	–	–	0.02%	139
2018 Q2	$40K	Sell	784 -248	-24%	-$13.2K	0.02%	140
2018 Q1	$54K	Hold	1,032	–	–	0.03%	125
2017 Q4	$51K	Hold	1,032	–	–	0.03%	134
2017 Q3	$48K	Hold	1,032	–	–	0.03%	146
2017 Q2	$47K	Hold	1,032	–	–	0.03%	139
2017 Q1	$46K	Hold	1,032	–	–	0.03%	149
2016 Q4	$49K	Hold	1,032	–	–	0.04%	136
2016 Q3	$39K	Hold	1,032	–	–	0.03%	139
2016 Q2	$37K	Buy	+1,032	New	+$36.1K	0.03%	154

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s TFC Position: Q4 2018 in Review

Asset Planning Services (Pennsylvania) sold out of Truist Financial (TFC) in Q4 2018, closing a stake of 784 shares — an estimated $39K sold.

Asset Planning Services (Pennsylvania) first reported a position in TFC in Q2 2016 and held it in 10 quarters. The position peaked at $54K in Q1 2018. 1,064 funds tracked by Wall St. Rank hold TFC as of Q4 2018.

Asset Planning Services (Pennsylvania) reported no remaining Truist Financial position as of Q4 2018 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 784 Truist Financial shares in Q4 2018, an estimated $39K.
Asset Planning Services (Pennsylvania) first reported a position in Truist Financial in Q2 2016 and held it in 10 quarters.
Asset Planning Services (Pennsylvania)'s Truist Financial position peaked at $54K in Q1 2018.
1,064 funds tracked by Wall St. Rank held Truist Financial as of Q4 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2018, filed 14 Feb 2019.